Allworth Financial’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18K | Sell |
181
-27
| -13% | -$2.68K | ﹤0.01% | 2582 |
|
|
2025
Q1 | $22.5K | Buy |
208
+69
| +50% | +$7.45K | ﹤0.01% | 2004 |
|
|
2024
Q4 | $16.4K | Buy |
139
+7
| +5% | +$824 | ﹤0.01% | 2211 |
|
|
2024
Q3 | $17.3K | Sell |
132
-3
| -2% | -$394 | ﹤0.01% | 2002 |
|
|
2024
Q2 | $16.3K | Buy |
135
+43
| +47% | +$5.2K | ﹤0.01% | 2003 |
|
|
2024
Q1 | $11.3K | Hold |
92
| – | – | ﹤0.01% | 2052 |
|
|
2023
Q4 | $11.6K | Buy |
92
+24
| +35% | +$3.01K | ﹤0.01% | 1926 |
|
|
2023
Q3 | $6.96K | Buy |
68
+31
| +84% | +$3.18K | ﹤0.01% | 1974 |
|
|
2023
Q2 | $3.59K | Hold |
37
| – | – | ﹤0.01% | 2242 |
|
|
2023
Q1 | $2.94K | Hold |
37
| – | – | ﹤0.01% | 2245 |
|
|
2022
Q4 | $2.93K | Sell |
37
-2
| -5% | -$158 | ﹤0.01% | 2093 |
|
|
2022
Q3 | $3K | Buy |
+39
| New | +$3K | ﹤0.01% | 2070 |
|
|
2022
Q2 | – | Sell |
-129
| Closed | -$10K | – | 2829 |
|
|
2022
Q1 | $10K | Buy |
129
+125
| +3,125% | +$9.69K | ﹤0.01% | 1495 |
|
|
2021
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2128 |
|